JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $86,000 | +14.7% | 4,128 | -1.6% | 0.01% | +16.7% |
| Q4 2021 | $75,000 | -24.2% | 4,196 | -23.0% | 0.01% | -33.3% |
| Q3 2021 | $99,000 | -7.5% | 5,446 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $107,000 | -44.6% | 5,446 | -53.1% | 0.01% | -47.4% |
| Q1 2021 | $193,000 | +17.7% | 11,621 | -1.6% | 0.02% | +11.8% |
| Q4 2020 | $164,000 | -20.8% | 11,805 | -38.6% | 0.02% | -34.6% |
| Q3 2020 | $207,000 | -26.3% | 19,233 | -9.6% | 0.03% | -36.6% |
| Q2 2020 | $281,000 | -19.3% | 21,278 | -44.7% | 0.04% | -32.8% |
| Q1 2020 | $348,000 | -61.2% | 38,494 | -6.4% | 0.06% | -53.8% |
| Q4 2019 | $897,000 | -12.8% | 41,106 | -7.1% | 0.13% | -24.1% |
| Q3 2019 | $1,029,000 | -8.9% | 44,229 | -1.7% | 0.17% | -15.5% |
| Q2 2019 | $1,130,000 | -3.3% | 45,010 | -1.7% | 0.21% | -11.2% |
| Q1 2019 | $1,168,000 | +42.8% | 45,784 | +24.9% | 0.23% | +27.5% |
| Q4 2018 | $818,000 | -16.9% | 36,655 | +2.3% | 0.18% | -0.5% |
| Q3 2018 | $984,000 | +3.3% | 35,847 | +0.0% | 0.18% | -2.7% |
| Q2 2018 | $953,000 | +20.6% | 35,844 | +8.9% | 0.19% | +17.5% |
| Q1 2018 | $790,000 | -20.8% | 32,904 | -9.3% | 0.16% | -23.4% |
| Q4 2017 | $997,000 | -80.5% | 36,276 | -80.0% | 0.21% | -81.7% |
| Q3 2017 | $5,109,000 | -5.5% | 181,041 | -0.6% | 1.14% | -9.5% |
| Q2 2017 | $5,409,000 | -8.6% | 182,133 | -0.6% | 1.26% | -9.3% |
| Q1 2017 | $5,920,000 | -1.8% | 183,267 | -3.9% | 1.39% | -6.8% |
| Q4 2016 | $6,031,000 | +56.5% | 190,788 | +55.9% | 1.49% | +46.4% |
| Q3 2016 | $3,854,000 | -8.2% | 122,358 | -7.3% | 1.02% | -5.4% |
| Q2 2016 | $4,198,000 | +44.5% | 131,957 | +23.0% | 1.08% | +45.3% |
| Q1 2016 | $2,906,000 | -18.8% | 107,270 | -13.2% | 0.74% | -16.6% |
| Q4 2015 | $3,579,000 | +9.3% | 123,535 | +14.7% | 0.89% | +3.1% |
| Q3 2015 | $3,273,000 | -20.3% | 107,692 | +3.9% | 0.86% | -13.5% |
| Q2 2015 | $4,106,000 | -7.6% | 103,690 | -0.1% | 0.99% | -10.9% |
| Q1 2015 | $4,445,000 | -4.5% | 103,844 | +2.5% | 1.12% | -11.2% |
| Q4 2014 | $4,653,000 | -15.8% | 101,269 | -2.7% | 1.26% | -24.9% |
| Q3 2014 | $5,526,000 | +2.5% | 104,112 | +1.1% | 1.67% | +3.2% |
| Q2 2014 | $5,392,000 | +20.1% | 102,947 | +6.7% | 1.62% | +10.9% |
| Q1 2014 | $4,491,000 | +2.4% | 96,488 | +2.0% | 1.46% | -4.8% |
| Q4 2013 | $4,386,000 | +28.1% | 94,626 | +23.3% | 1.54% | +16.6% |
| Q3 2013 | $3,423,000 | +5.3% | 76,747 | +12.7% | 1.32% | -0.4% |
| Q2 2013 | $3,252,000 | – | 68,098 | – | 1.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORTEM FINANCIAL GROUP, LLC | 375,885 | $9,284,360 | 5.44% |
| NICOLET BANKSHARES INC | 333,920 | $8,247,824 | 2.53% |
| Parkside Financial Bank & Trust | 423,397 | $10,457,900 | 2.42% |
| BRIGHTON JONES LLC | 1,650,284 | $40,762,016 | 2.07% |
| AlphaQ Advisors LLC | 88,566 | $2,187,580 | 1.90% |
| NOESIS CAPITAL MANGEMENT CORP | 533,126 | $13,168,216 | 1.73% |
| My Personal CFO, LLC | 81,377 | $2,010,019 | 1.62% |
| Arrow Investment Advisors, LLC | 73,178 | $1,807,497 | 1.44% |
| NICOLET ADVISORY SERVICES, LLC | 547,156 | $12,994,959 | 1.44% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |